$1.07 Billion is the total value of Washington Trust Advisors, Inc.'s 1154 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was 1.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ABT | ABBOTT LABS | $2,872,000 | -10.9% | 29,680 | 0.0% | 0.27% | -5.3% | |
| IWD | ISHARES TRrus 1000 val etf | $2,475,000 | -6.2% | 18,197 | 0.0% | 0.23% | -0.4% | |
| PFE | PFIZER INC | $2,189,000 | -16.5% | 50,015 | 0.0% | 0.20% | -11.3% | |
| EFA | ISHARES TRmsci eafe etf | $1,771,000 | -10.4% | 31,621 | 0.0% | 0.17% | -4.6% | |
| GVI | ISHARES TRintrm gov cr etf | $1,566,000 | -3.6% | 15,395 | 0.0% | 0.15% | +2.8% | |
| IVV | ISHARES TRcore s&p500 etf | $1,389,000 | -5.4% | 3,874 | 0.0% | 0.13% | 0.0% | |
| PEN | PENUMBRA INC | $1,063,000 | +52.3% | 5,610 | 0.0% | 0.10% | +61.3% | |
| PM | PHILIP MORRIS INTL INC | $1,032,000 | -16.0% | 12,434 | 0.0% | 0.10% | -10.2% | |
| FDX | FEDEX CORP | $929,000 | -34.5% | 6,254 | 0.0% | 0.09% | -30.4% | |
| XYL | XYLEM INC | $834,000 | +11.6% | 9,552 | 0.0% | 0.08% | +18.2% | |
| NRT | NORTH EUROPEAN OIL RTY TRsh ben int | $761,000 | +16.2% | 53,432 | 0.0% | 0.07% | +22.4% | |
| PPG | PPG INDS INC | $723,000 | -3.1% | 6,530 | 0.0% | 0.07% | +3.0% | |
| PLD | PROLOGIS INC. | $627,000 | -13.6% | 6,170 | 0.0% | 0.06% | -7.8% | |
| HON | HONEYWELL INTL INC | $551,000 | -3.8% | 3,296 | 0.0% | 0.05% | +2.0% | |
| CAT | CATERPILLAR INC | $547,000 | -8.1% | 3,332 | 0.0% | 0.05% | -1.9% | |
| EQIX | EQUINIX INC | $543,000 | -13.5% | 956 | 0.0% | 0.05% | -7.3% | |
| CCI | CROWN CASTLE INC | $530,000 | -14.2% | 3,670 | 0.0% | 0.05% | -7.4% | |
| VHT | VANGUARD WORLD FDShealth car etf | $506,000 | -4.9% | 2,261 | 0.0% | 0.05% | 0.0% | |
| NBTB | NBT BANCORP INC | $495,000 | +0.8% | 13,050 | 0.0% | 0.05% | +7.0% | |
| DLR | DIGITAL RLTY TR INC | $447,000 | -23.6% | 4,503 | 0.0% | 0.04% | -19.2% | |
| MNST | MONSTER BEVERAGE CORP NEW | $417,000 | -6.1% | 4,791 | 0.0% | 0.04% | 0.0% | |
| TTD | THE TRADE DESK INC | $403,000 | +42.4% | 6,750 | 0.0% | 0.04% | +52.0% | |
| DUK | DUKE ENERGY CORP NEW | $360,000 | -13.3% | 3,871 | 0.0% | 0.03% | -8.1% | |
| TMUS | T-MOBILE US INC | $329,000 | -0.3% | 2,452 | 0.0% | 0.03% | +6.9% | |
| EFX | EQUIFAX INC | $322,000 | -6.1% | 1,878 | 0.0% | 0.03% | 0.0% | |
| DFAC | DIMENSIONAL ETF TRUSTus core equity 2 | $324,000 | -4.4% | 14,546 | 0.0% | 0.03% | 0.0% | |
| D | DOMINION ENERGY INC | $276,000 | -13.5% | 4,000 | 0.0% | 0.03% | -7.1% | |
| SU | SUNCOR ENERGY INC NEW | $283,000 | -19.6% | 10,027 | 0.0% | 0.03% | -16.1% | |
| TXN | TEXAS INSTRS INC | $282,000 | +0.7% | 1,819 | 0.0% | 0.03% | +4.0% | |
| CARR | CARRIER GLOBAL CORPORATION | $271,000 | -0.4% | 7,631 | 0.0% | 0.02% | +4.2% | |
| NI | NISOURCE INC | $252,000 | -14.6% | 10,000 | 0.0% | 0.02% | -7.7% | |
| MTUM | ISHARES TRmsci usa mmentm | $236,000 | -3.7% | 1,800 | 0.0% | 0.02% | 0.0% | |
| ACWX | ISHARES TRmsci acwi ex us | $234,000 | -11.0% | 5,854 | 0.0% | 0.02% | -4.3% | |
| OTIS | OTIS WORLDWIDE CORP | $233,000 | -9.3% | 3,641 | 0.0% | 0.02% | -4.3% | |
| IJH | ISHARES TRcore s&p mcp etf | $221,000 | -3.1% | 1,008 | 0.0% | 0.02% | +5.0% | |
| NOC | NORTHROP GRUMMAN CORP | $213,000 | -1.4% | 452 | 0.0% | 0.02% | +5.3% | |
| BR | BROADRIDGE FINL SOLUTIONS IN | $214,000 | +0.9% | 1,486 | 0.0% | 0.02% | +5.3% | |
| VPU | VANGUARD WORLD FDSutilities etf | $213,000 | -6.6% | 1,495 | 0.0% | 0.02% | 0.0% | |
| GS | GOLDMAN SACHS GROUP INC | $212,000 | -1.4% | 725 | 0.0% | 0.02% | +5.3% | |
| SDY | SPDR SER TRs&p divid etf | $203,000 | -6.0% | 1,822 | 0.0% | 0.02% | 0.0% | |
| DFUS | DIMENSIONAL ETF TRUSTus equity etf | $197,000 | -4.8% | 5,087 | 0.0% | 0.02% | 0.0% | |
| DIMENSIONAL ETF TRUSTus mktwide value | $192,000 | -5.9% | 6,468 | 0.0% | 0.02% | 0.0% | ||
| PAYX | PAYCHEX INC | $194,000 | -1.0% | 1,725 | 0.0% | 0.02% | +5.9% | |
| WM | WASTE MGMT INC DEL | $177,000 | +4.7% | 1,105 | 0.0% | 0.02% | +13.3% | |
| HYHG | PROSHARES TRhgh yld int rate | $173,000 | +1.8% | 3,000 | 0.0% | 0.02% | +6.7% | |
| IWO | ISHARES TRrus 2000 grw etf | $173,000 | 0.0% | 838 | 0.0% | 0.02% | +6.7% | |
| HDV | ISHARES TRcore high dv etf | $157,000 | -9.2% | 1,725 | 0.0% | 0.02% | 0.0% | |
| SPEM | SPDR INDEX SHS FDSportfolio emg mk | $156,000 | -10.9% | 5,040 | 0.0% | 0.02% | 0.0% | |
| EVN | EATON VANCE MUNI INCOME TRUSsh ben int | $146,000 | -10.4% | 14,900 | 0.0% | 0.01% | 0.0% | |
| ED | CONSOLIDATED EDISON INC | $146,000 | -9.9% | 1,700 | 0.0% | 0.01% | 0.0% | |
| BEP | BROOKFIELD RENEWABLE PARTNERpartnership unit | $146,000 | -9.9% | 4,653 | 0.0% | 0.01% | 0.0% | |
| UDR | UDR INC | $135,000 | -9.4% | 3,242 | 0.0% | 0.01% | 0.0% | |
| BIP | BROOKFIELD INFRAST PARTNERSlp int unit | $135,000 | -5.6% | 3,750 | 0.0% | 0.01% | 0.0% | |
| SBAC | SBA COMMUNICATIONS CORP NEWcl a | $137,000 | -11.6% | 483 | 0.0% | 0.01% | -7.1% | |
| SRE | SEMPRA | $143,000 | 0.0% | 952 | 0.0% | 0.01% | 0.0% | |
| TFC | TRUIST FINL CORP | $138,000 | -8.0% | 3,166 | 0.0% | 0.01% | 0.0% | |
| MLN | VANECK ETF TRUSTlong muni etf | $142,000 | -5.3% | 8,505 | 0.0% | 0.01% | 0.0% | |
| DTE | DTE ENERGY CO | $142,000 | -9.0% | 1,232 | 0.0% | 0.01% | -7.1% | |
| MMC | MARSH & MCLENNAN COS INC | $128,000 | -3.8% | 856 | 0.0% | 0.01% | 0.0% | |
| VV | VANGUARD INDEX FDSlarge cap etf | $126,000 | -5.3% | 773 | 0.0% | 0.01% | 0.0% | |
| IVW | ISHARES TRs&p 500 grwt etf | $126,000 | -4.5% | 2,182 | 0.0% | 0.01% | 0.0% | |
| AWK | AMERICAN WTR WKS CO INC NEW | $122,000 | -12.9% | 938 | 0.0% | 0.01% | -8.3% | |
| TT | TRANE TECHNOLOGIES PLC | $116,000 | +11.5% | 800 | 0.0% | 0.01% | +22.2% | |
| SOXX | ISHARES TRishares semicdtr | $118,000 | -8.5% | 370 | 0.0% | 0.01% | 0.0% | |
| PMX | PIMCO MUN INCOME FD III | $120,000 | -16.1% | 15,500 | 0.0% | 0.01% | -15.4% | |
| ROK | ROCKWELL AUTOMATION INC | $115,000 | +7.5% | 536 | 0.0% | 0.01% | +22.2% | |
| DLN | WISDOMTREE TRus largecap divd | $115,000 | -6.5% | 2,075 | 0.0% | 0.01% | 0.0% | |
| PH | PARKER-HANNIFIN CORP | $102,000 | -1.9% | 422 | 0.0% | 0.01% | +11.1% | |
| OKE | ONEOK INC NEW | $102,000 | -8.1% | 2,000 | 0.0% | 0.01% | 0.0% | |
| ORLY | OREILLY AUTOMOTIVE INC | $106,000 | +11.6% | 150 | 0.0% | 0.01% | +25.0% | |
| OGE | OGE ENERGY CORP | $109,000 | -6.0% | 3,000 | 0.0% | 0.01% | 0.0% | |
| IWB | ISHARES TRrus 1000 etf | $110,000 | -5.2% | 556 | 0.0% | 0.01% | 0.0% | |
| FTV | FORTIVE CORP | $105,000 | +7.1% | 1,804 | 0.0% | 0.01% | +11.1% | |
| NSC | NORFOLK SOUTHN CORP | $105,000 | -7.9% | 500 | 0.0% | 0.01% | 0.0% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $104,000 | -5.5% | 816 | 0.0% | 0.01% | 0.0% | |
| VLY | VALLEY NATL BANCORP | $97,000 | +4.3% | 8,936 | 0.0% | 0.01% | +12.5% | |
| SUB | ISHARES TRshrt nat mun etf | $97,000 | -2.0% | 945 | 0.0% | 0.01% | 0.0% | |
| EPAM | EPAM SYS INC | $97,000 | +22.8% | 269 | 0.0% | 0.01% | +28.6% | |
| STX | SEAGATE TECHNOLOGY HLDNGS PL | $98,000 | -25.8% | 1,845 | 0.0% | 0.01% | -25.0% | |
| CL | COLGATE PALMOLIVE CO | $95,000 | -12.0% | 1,352 | 0.0% | 0.01% | -10.0% | |
| FLIC | FIRST LONG IS CORP | $91,000 | -2.2% | 5,290 | 0.0% | 0.01% | +12.5% | |
| XLG | INVESCO EXCHANGE TRADED FD Ts&p 500 top 50 | $89,000 | -6.3% | 330 | 0.0% | 0.01% | 0.0% | |
| KMB | KIMBERLY-CLARK CORP | $87,000 | -17.1% | 775 | 0.0% | 0.01% | -11.1% | |
| USMV | ISHARES TRmsci usa min vol | $86,000 | -5.5% | 1,300 | 0.0% | 0.01% | 0.0% | |
| AEP | AMERICAN ELEC PWR CO INC | $89,000 | -10.1% | 1,035 | 0.0% | 0.01% | -11.1% | |
| TXRH | TEXAS ROADHOUSE INC | $87,000 | +19.2% | 992 | 0.0% | 0.01% | +33.3% | |
| CNC | CENTENE CORP DEL | $90,000 | -8.2% | 1,153 | 0.0% | 0.01% | -11.1% | |
| EXPD | EXPEDITORS INTL WASH INC | $84,000 | -9.7% | 952 | 0.0% | 0.01% | 0.0% | |
| BK | BANK NEW YORK MELLON CORP | $86,000 | -7.5% | 2,230 | 0.0% | 0.01% | 0.0% | |
| MDY | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $80,000 | -3.6% | 200 | 0.0% | 0.01% | 0.0% | |
| SEIC | SEI INVTS CO | $70,000 | -9.1% | 1,422 | 0.0% | 0.01% | 0.0% | |
| MPC | MARATHON PETE CORP | $75,000 | +21.0% | 751 | 0.0% | 0.01% | +40.0% | |
| FE | FIRSTENERGY CORP | $74,000 | -3.9% | 1,994 | 0.0% | 0.01% | 0.0% | |
| CSWC | CAPITAL SOUTHWEST CORP | $71,000 | -7.8% | 4,174 | 0.0% | 0.01% | 0.0% | |
| GLW | CORNING INC | $80,000 | -8.0% | 2,769 | 0.0% | 0.01% | -12.5% | |
| VGK | VANGUARD INTL EQUITY INDEX Fftse europe etf | $77,000 | -12.5% | 1,670 | 0.0% | 0.01% | -12.5% | |
| MTD | METTLER TOLEDO INTERNATIONAL | $73,000 | -5.2% | 67 | 0.0% | 0.01% | 0.0% | |
| SPYX | SPDR SER TRspdr s&p 500 etf | $74,000 | -5.1% | 848 | 0.0% | 0.01% | 0.0% | |
| FMC | FMC CORP | $79,000 | -1.2% | 751 | 0.0% | 0.01% | 0.0% | |
| PCG | PG&E CORP | $74,000 | +25.4% | 5,880 | 0.0% | 0.01% | +40.0% | |
| DHR | DANAHER CORPORATION | $79,000 | +2.6% | 303 | 0.0% | 0.01% | 0.0% | |
| BAM | BROOKFIELD ASSET MGMT INCcl a ltd vt sh | $73,000 | -7.6% | 1,780 | 0.0% | 0.01% | 0.0% | |
| GLD | SPDR GOLD TR | $80,000 | -8.0% | 515 | 0.0% | 0.01% | -12.5% | |
| DOV | DOVER CORP | $80,000 | -3.6% | 679 | 0.0% | 0.01% | 0.0% | |
| PODD | INSULET CORP | $60,000 | +5.3% | 260 | 0.0% | 0.01% | +20.0% | |
| VPL | VANGUARD INTL EQUITY INDEX Fftse pacific etf | $59,000 | -9.2% | 1,030 | 0.0% | 0.01% | 0.0% | |
| DIMENSIONAL ETF TRUSTworld ex us core | $61,000 | -11.6% | 3,207 | 0.0% | 0.01% | 0.0% | ||
| EOG | EOG RES INC | $66,000 | 0.0% | 594 | 0.0% | 0.01% | 0.0% | |
| FMB | FIRST TR EXCH TRADED FD IIImanagd mun etf | $61,000 | -3.2% | 1,244 | 0.0% | 0.01% | 0.0% | |
| AAP | ADVANCE AUTO PARTS INC | $61,000 | -10.3% | 392 | 0.0% | 0.01% | 0.0% | |
| QQQ | INVESCO QQQ TRunit ser 1 | $66,000 | -5.7% | 248 | 0.0% | 0.01% | 0.0% | |
| EFAV | ISHARES TRmsci eafe min vl | $60,000 | -9.1% | 1,046 | 0.0% | 0.01% | 0.0% | |
| TIP | ISHARES TRtips bd etf | $52,000 | -8.8% | 500 | 0.0% | 0.01% | 0.0% | |
| GOLD | BARRICK GOLD CORP | $58,000 | -12.1% | 3,715 | 0.0% | 0.01% | -16.7% | |
| DD | DUPONT DE NEMOURS INC | $52,000 | -8.8% | 1,024 | 0.0% | 0.01% | 0.0% | |
| DOW | DOW INC | $56,000 | -15.2% | 1,276 | 0.0% | 0.01% | -16.7% | |
| PHO | INVESCO EXCHANGE TRADED FD Twater res etf | $49,000 | -2.0% | 1,080 | 0.0% | 0.01% | +25.0% | |
| ALRM | ALARM COM HLDGS INC | $50,000 | +6.4% | 765 | 0.0% | 0.01% | +25.0% | |
| TOTL | SSGA ACTIVE ETF TRspdr tr tactic | $51,000 | -5.6% | 1,270 | 0.0% | 0.01% | 0.0% | |
| EPD | ENTERPRISE PRODS PARTNERS L | $50,000 | -2.0% | 2,100 | 0.0% | 0.01% | +25.0% | |
| GL | GLOBE LIFE INC | $49,000 | +2.1% | 490 | 0.0% | 0.01% | +25.0% | |
| IJS | ISHARES TRsp smcp600vl etf | $57,000 | -8.1% | 694 | 0.0% | 0.01% | 0.0% | |
| GATX | GATX CORP | $43,000 | -10.4% | 514 | 0.0% | 0.00% | 0.0% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $44,000 | -6.4% | 461 | 0.0% | 0.00% | 0.0% | |
| IMO | IMPERIAL OIL LTD | $47,000 | -7.8% | 1,080 | 0.0% | 0.00% | 0.0% | |
| CPB | CAMPBELL SOUP CO | $42,000 | -2.3% | 900 | 0.0% | 0.00% | 0.0% | |
| CABO | CABLE ONE INC | $43,000 | -32.8% | 50 | 0.0% | 0.00% | -33.3% | |
| IWR | ISHARES TRrus mid cap etf | $44,000 | -4.3% | 711 | 0.0% | 0.00% | 0.0% | |
| SO | SOUTHERN CO | $44,000 | -4.3% | 650 | 0.0% | 0.00% | 0.0% | |
| DSM | BNY MELLON STRATEGIC MUN BD | $42,000 | -10.6% | 7,500 | 0.0% | 0.00% | 0.0% | |
| GPN | GLOBAL PMTS INC | $39,000 | -2.5% | 359 | 0.0% | 0.00% | 0.0% | |
| BMRN | BIOMARIN PHARMACEUTICAL INC | $38,000 | +2.7% | 451 | 0.0% | 0.00% | +33.3% | |
| KEYS | KEYSIGHT TECHNOLOGIES INC | $45,000 | +15.4% | 285 | 0.0% | 0.00% | +33.3% | |
| URTH | ISHARES INCmsci world etf | $46,000 | -6.1% | 456 | 0.0% | 0.00% | 0.0% | |
| BP | BP PLCsponsored adr | $48,000 | 0.0% | 1,686 | 0.0% | 0.00% | 0.0% | |
| PXD | PIONEER NAT RES CO | $40,000 | -2.4% | 184 | 0.0% | 0.00% | 0.0% | |
| MAIN | MAIN STR CAP CORP | $38,000 | -13.6% | 1,129 | 0.0% | 0.00% | 0.0% | |
| MTX | MINERALS TECHNOLOGIES INC | $40,000 | -18.4% | 800 | 0.0% | 0.00% | 0.0% | |
| FTI | TECHNIPFMC PLC | $39,000 | +25.8% | 4,554 | 0.0% | 0.00% | +33.3% | |
| MGEE | MGE ENERGY INC | $44,000 | -15.4% | 670 | 0.0% | 0.00% | -20.0% | |
| EFV | ISHARES TReafe value etf | $39,000 | -11.4% | 1,012 | 0.0% | 0.00% | 0.0% | |
| EFG | ISHARES TReafe grwth etf | $45,000 | -10.0% | 620 | 0.0% | 0.00% | 0.0% | |
| IR | INGERSOLL RAND INC | $30,000 | 0.0% | 705 | 0.0% | 0.00% | 0.0% | |
| GHC | GRAHAM HLDGS CO | $27,000 | -3.6% | 50 | 0.0% | 0.00% | +50.0% | |
| LMT | LOCKHEED MARTIN CORP | $27,000 | -10.0% | 70 | 0.0% | 0.00% | 0.0% | |
| WMS | ADVANCED DRAIN SYS INC DEL | $28,000 | +40.0% | 225 | 0.0% | 0.00% | +50.0% | |
| ILCG | ISHARES TRmorningstar grwt | $36,000 | -5.3% | 750 | 0.0% | 0.00% | 0.0% | |
| FOXA | FOX CORP | $30,000 | -6.2% | 989 | 0.0% | 0.00% | 0.0% | |
| SBNY | SIGNATURE BK NEW YORK N Y | $33,000 | -15.4% | 220 | 0.0% | 0.00% | 0.0% | |
| EQH | EQUITABLE HLDGS INC | $28,000 | +3.7% | 1,044 | 0.0% | 0.00% | +50.0% | |
| IWM | ISHARES TRrussell 2000 etf | $36,000 | -2.7% | 217 | 0.0% | 0.00% | 0.0% | |
| TDC | TERADATA CORP DEL | $31,000 | -16.2% | 997 | 0.0% | 0.00% | 0.0% | |
| DTM | DT MIDSTREAM INC | $29,000 | +7.4% | 560 | 0.0% | 0.00% | +50.0% | |
| BIV | VANGUARD BD INDEX FDSintermed term | $29,000 | -6.5% | 400 | 0.0% | 0.00% | 0.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $31,000 | -3.1% | 245 | 0.0% | 0.00% | 0.0% | |
| WELL | WELLTOWER INC | $29,000 | -21.6% | 450 | 0.0% | 0.00% | 0.0% | |
| AVY | AVERY DENNISON CORP | $35,000 | 0.0% | 218 | 0.0% | 0.00% | 0.0% | |
| MUSA | MURPHY USA INC | $29,000 | +16.0% | 107 | 0.0% | 0.00% | +50.0% | |
| MPWR | MONOLITHIC PWR SYS INC | $35,000 | -2.8% | 95 | 0.0% | 0.00% | 0.0% | |
| STWD | STARWOOD PPTY TR INC | $22,000 | -12.0% | 1,209 | 0.0% | 0.00% | 0.0% | |
| ARKQ | ARK ETF TRautnmus technlgy | $19,000 | -9.5% | 417 | 0.0% | 0.00% | 0.0% | |
| GOLF | ACUSHNET HLDGS CORP | $22,000 | +4.8% | 500 | 0.0% | 0.00% | 0.0% | |
| LNT | ALLIANT ENERGY CORP | $25,000 | -10.7% | 475 | 0.0% | 0.00% | 0.0% | |
| AMX | AMERICA MOVIL SAB DE CV | $20,000 | -20.0% | 1,200 | 0.0% | 0.00% | 0.0% | |
| AMH | AMERICAN HOMES 4 RENTcl a | $20,000 | -9.1% | 623 | 0.0% | 0.00% | 0.0% | |
| DXCM | DEXCOM INC | $18,000 | +5.9% | 228 | 0.0% | 0.00% | +100.0% | |
| DPZ | DOMINOS PIZZA INC | $23,000 | -20.7% | 74 | 0.0% | 0.00% | -33.3% | |
| FNV | FRANCO NEV CORP | $22,000 | -8.3% | 185 | 0.0% | 0.00% | 0.0% | |
| GIS | GENERAL MLS INC | $25,000 | +4.2% | 320 | 0.0% | 0.00% | 0.0% | |
| GPC | GENUINE PARTS CO | $18,000 | +12.5% | 123 | 0.0% | 0.00% | +100.0% | |
| HLI | HOULIHAN LOKEY INCcl a | $21,000 | -4.5% | 279 | 0.0% | 0.00% | 0.0% | |
| EEMV | ISHARES INCmsci emerg mrkt | $21,000 | -8.7% | 418 | 0.0% | 0.00% | 0.0% | |
| IWV | ISHARES TRrussell 3000 etf | $19,000 | -5.0% | 93 | 0.0% | 0.00% | 0.0% | |
| MRO | MARATHON OIL CORP | $23,000 | +4.5% | 1,000 | 0.0% | 0.00% | 0.0% | |
| MCHP | MICROCHIP TECHNOLOGY INC. | $21,000 | +5.0% | 339 | 0.0% | 0.00% | 0.0% | |
| NOV | NOV INC | $24,000 | -4.0% | 1,491 | 0.0% | 0.00% | 0.0% | |
| NRK | NUVEEN NEW YORK AMT QLT MUNI | $20,000 | -13.0% | 2,077 | 0.0% | 0.00% | 0.0% | |
| NMZ | NUVEEN MUN HIGH INCOME OPPOR | $25,000 | -10.7% | 2,426 | 0.0% | 0.00% | 0.0% | |
| OGS | ONE GAS INC | $24,000 | -11.1% | 337 | 0.0% | 0.00% | 0.0% | |
| PGR | PROGRESSIVE CORP | $18,000 | 0.0% | 157 | 0.0% | 0.00% | 0.0% | |
| SCHD | SCHWAB STRATEGIC TRus dividend eq | $23,000 | -8.0% | 345 | 0.0% | 0.00% | 0.0% | |
| SE | SEA LTDsponsord ads | $20,000 | -16.7% | 356 | 0.0% | 0.00% | 0.0% | |
| XLV | SELECT SECTOR SPDR TRsbi healthcare | $22,000 | -4.3% | 183 | 0.0% | 0.00% | 0.0% | |
| XLK | SELECT SECTOR SPDR TRtechnology | $26,000 | -7.1% | 217 | 0.0% | 0.00% | 0.0% | |
| TXT | TEXTRON INC | $19,000 | -5.0% | 322 | 0.0% | 0.00% | 0.0% | |
| TTE | TOTALENERGIES SEsponsored ads | $21,000 | -12.5% | 453 | 0.0% | 0.00% | 0.0% | |
| TSCO | TRACTOR SUPPLY CO | $19,000 | -5.0% | 103 | 0.0% | 0.00% | 0.0% | |
| VRSN | VERISIGN INC | $25,000 | +4.2% | 145 | 0.0% | 0.00% | 0.0% | |
| VST | VISTRA CORP | $19,000 | -5.0% | 896 | 0.0% | 0.00% | 0.0% | |
| WBA | WALGREENS BOOTS ALLIANCE INC | $19,000 | -17.4% | 600 | 0.0% | 0.00% | 0.0% | |
| WSO | WATSCO INC | $18,000 | +12.5% | 69 | 0.0% | 0.00% | +100.0% | |
| WAL | WESTERN ALLIANCE BANCORP | $23,000 | -8.0% | 351 | 0.0% | 0.00% | 0.0% | |
| ZEN | ZENDESK INC | $21,000 | +5.0% | 275 | 0.0% | 0.00% | 0.0% | |
| CPRI | CAPRI HOLDINGS LIMITED | $23,000 | -8.0% | 609 | 0.0% | 0.00% | 0.0% | |
| EVTC | EVERTEC INC | $13,000 | -13.3% | 416 | 0.0% | 0.00% | 0.0% | |
| LESL | LESLIES INC | $11,000 | -8.3% | 780 | 0.0% | 0.00% | 0.0% | |
| IMGN | IMMUNOGEN INC | $11,000 | +10.0% | 2,217 | 0.0% | 0.00% | 0.0% | |
| ONTO | ONTO INNOVATION INC | $6,000 | -14.3% | 100 | 0.0% | 0.00% | 0.0% | |
| ABB | ABB LTDsponsored adr | $8,000 | 0.0% | 293 | 0.0% | 0.00% | 0.0% | |
| REZI | RESIDEO TECHNOLOGIES INC | $6,000 | 0.0% | 303 | 0.0% | 0.00% | 0.0% | |
| PFGC | PERFORMANCE FOOD GROUP CO | $15,000 | -11.8% | 364 | 0.0% | 0.00% | 0.0% | |
| REXR | REXFORD INDL RLTY INC | $9,000 | -10.0% | 165 | 0.0% | 0.00% | 0.0% | |
| THO | THOR INDS INC | $12,000 | -7.7% | 173 | 0.0% | 0.00% | 0.0% | |
| H | HYATT HOTELS CORP | $11,000 | +10.0% | 131 | 0.0% | 0.00% | 0.0% | |
| HMCOU | HUMANCO ACQUISITION CORPunit 12/08/2023 | $10,000 | 0.0% | 1,000 | 0.0% | 0.00% | 0.0% | |
| HUBB | HUBBELL INC | $7,000 | +16.7% | 31 | 0.0% | 0.00% | 0.0% | |
| TARO | TARO PHARMACEUTICAL INDS LTD | $6,000 | -14.3% | 200 | 0.0% | 0.00% | 0.0% | |
| MNDY | MONDAY COM LTD | $6,000 | 0.0% | 56 | 0.0% | 0.00% | 0.0% | |
| TRU | TRANSUNION | $13,000 | -27.8% | 225 | 0.0% | 0.00% | -50.0% | |
| HHC | HOWARD HUGHES CORP | $7,000 | -22.2% | 131 | 0.0% | 0.00% | 0.0% | |
| LSTR | LANDSTAR SYS INC | $12,000 | 0.0% | 85 | 0.0% | 0.00% | 0.0% | |
| TWLO | TWILIO INCcl a | $7,000 | -12.5% | 100 | 0.0% | 0.00% | 0.0% | |
| NUE | NUCOR CORP | $11,000 | 0.0% | 107 | 0.0% | 0.00% | 0.0% | |
| USB | US BANCORP DEL | $14,000 | -17.6% | 358 | 0.0% | 0.00% | 0.0% | |
| UNF | UNIFIRST CORP MASS | $12,000 | 0.0% | 72 | 0.0% | 0.00% | 0.0% | |
| HILLMAN SOLUTIONS CORP | $6,000 | -14.3% | 782 | 0.0% | 0.00% | 0.0% | ||
| LAD | LITHIA MTRS INC | $12,000 | -20.0% | 55 | 0.0% | 0.00% | 0.0% | |
| PNFP | PINNACLE FINL PARTNERS INC | $7,000 | +16.7% | 83 | 0.0% | 0.00% | 0.0% | |
| UNVR | UNIVAR SOLUTIONS INC | $8,000 | 0.0% | 341 | 0.0% | 0.00% | 0.0% | |
| JKHY | HENRY JACK & ASSOC INC | $8,000 | 0.0% | 44 | 0.0% | 0.00% | 0.0% | |
| MAV | PIONEER MUNICIPAL HIGH INCOM | $11,000 | -15.4% | 1,500 | 0.0% | 0.00% | 0.0% | |
| HQY | HEALTHEQUITY INC | $8,000 | 0.0% | 126 | 0.0% | 0.00% | 0.0% | |
| ROAD | CONSTRUCTION PARTNERS INC | $11,000 | +22.2% | 414 | 0.0% | 0.00% | 0.0% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $15,000 | 0.0% | 108 | 0.0% | 0.00% | 0.0% | |
| VIOG | VANGUARD ADMIRAL FDS INCsmlcp 600 grth | $14,000 | -6.7% | 82 | 0.0% | 0.00% | 0.0% | |
| RQI | COHEN & STEERS QUALITY INCOM | $16,000 | -20.0% | 1,436 | 0.0% | 0.00% | -50.0% | |
| LKFN | LAKELAND FINL CORP | $7,000 | +16.7% | 97 | 0.0% | 0.00% | 0.0% | |
| NAN | NUVEEN NEW YORK QLT MUN INC | $10,000 | -9.1% | 978 | 0.0% | 0.00% | 0.0% | |
| CAKE | CHEESECAKE FACTORY INC | $11,000 | +10.0% | 367 | 0.0% | 0.00% | 0.0% | |
| CASY | CASEYS GEN STORES INC | $7,000 | 0.0% | 37 | 0.0% | 0.00% | 0.0% | |
| KLAC | KLA CORP | $15,000 | -6.2% | 50 | 0.0% | 0.00% | 0.0% | |
| PTCT | PTC THERAPEUTICS INC | $7,000 | +16.7% | 144 | 0.0% | 0.00% | 0.0% | |
| HAE | HAEMONETICS CORP MASS | $7,000 | +16.7% | 91 | 0.0% | 0.00% | 0.0% | |
| GTN | GRAY TELEVISION INC | $11,000 | -15.4% | 758 | 0.0% | 0.00% | 0.0% | |
| PRI | PRIMERICA INC | $10,000 | +11.1% | 77 | 0.0% | 0.00% | 0.0% | |
| MHO | M/I HOMES INC | $6,000 | 0.0% | 158 | 0.0% | 0.00% | 0.0% | |
| GGG | GRACO INC | $12,000 | 0.0% | 202 | 0.0% | 0.00% | 0.0% | |
| IYG | ISHARES TRu.s. fin svc etf | $15,000 | -6.2% | 108 | 0.0% | 0.00% | 0.0% | |
| BRKS | AZENTA INC | $11,000 | -42.1% | 259 | 0.0% | 0.00% | -50.0% | |
| SMG | SCOTTS MIRACLE-GRO COcl a | $6,000 | -45.5% | 139 | 0.0% | 0.00% | 0.0% | |
| MFC | MANULIFE FINL CORP | $6,000 | -14.3% | 408 | 0.0% | 0.00% | 0.0% | |
| SEE | SEALED AIR CORP NEW | $12,000 | -25.0% | 269 | 0.0% | 0.00% | 0.0% | |
| PRVA | PRIVIA HEALTH GROUP INC | $6,000 | +20.0% | 165 | 0.0% | 0.00% | – | |
| BLMN | BLOOMIN BRANDS INC | $16,000 | +6.7% | 890 | 0.0% | 0.00% | 0.0% | |
| APG | API GROUP CORP | $6,000 | 0.0% | 425 | 0.0% | 0.00% | 0.0% | |
| DOOR | MASONITE INTL CORP | $9,000 | 0.0% | 123 | 0.0% | 0.00% | 0.0% | |
| BTAI | BIOXCEL THERAPEUTICS INC | $15,000 | -6.2% | 1,250 | 0.0% | 0.00% | 0.0% | |
| FWONA | LIBERTY MEDIA CORP DEL | $8,000 | 0.0% | 154 | 0.0% | 0.00% | 0.0% | |
| VTRS | VIATRIS INC | $10,000 | -23.1% | 1,227 | 0.0% | 0.00% | 0.0% | |
| FLEX | FLEX LTDord | $15,000 | +15.4% | 882 | 0.0% | 0.00% | 0.0% | |
| XLI | SELECT SECTOR SPDR TRsbi int-inds | $6,000 | 0.0% | 68 | 0.0% | 0.00% | 0.0% | |
| ARKK | ARK ETF TRinnovation etf | $8,000 | 0.0% | 201 | 0.0% | 0.00% | 0.0% | |
| XLC | SELECT SECTOR SPDR TR | $11,000 | -15.4% | 236 | 0.0% | 0.00% | 0.0% | |
| WDFC | WD 40 CO | $8,000 | -11.1% | 46 | 0.0% | 0.00% | 0.0% | |
| QYLD | GLOBAL X FDSnasdaq 100 cover | $16,000 | -5.9% | 1,000 | 0.0% | 0.00% | 0.0% | |
| PLTR | PALANTIR TECHNOLOGIES INCcl a | $8,000 | -11.1% | 1,000 | 0.0% | 0.00% | 0.0% | |
| JNPR | JUNIPER NETWORKS INC | $12,000 | -7.7% | 455 | 0.0% | 0.00% | 0.0% | |
| AJG | GALLAGHER ARTHUR J & CO | $12,000 | 0.0% | 71 | 0.0% | 0.00% | 0.0% | |
| ALK | ALASKA AIR GROUP INC | $15,000 | -6.2% | 394 | 0.0% | 0.00% | 0.0% | |
| FOUR | SHIFT4 PMTS INCcl a | $6,000 | +20.0% | 138 | 0.0% | 0.00% | – | |
| AIN | ALBANY INTL CORPcl a | $13,000 | 0.0% | 165 | 0.0% | 0.00% | 0.0% | |
| JBT | JOHN BEAN TECHNOLOGIES CORP | $7,000 | -22.2% | 79 | 0.0% | 0.00% | 0.0% | |
| BWFG | BANKWELL FINL GROUP INC | $6,000 | 0.0% | 200 | 0.0% | 0.00% | 0.0% | |
| BOH | BANK HAWAII CORP | $13,000 | 0.0% | 177 | 0.0% | 0.00% | 0.0% | |
| TAN | INVESCO EXCH TRADED FD TR IIsolar etf | $6,000 | +20.0% | 75 | 0.0% | 0.00% | – | |
| INVENTRUST PPTYS CORP | $7,000 | -12.5% | 322 | 0.0% | 0.00% | 0.0% | ||
| BMI | BADGER METER INC | $6,000 | +20.0% | 63 | 0.0% | 0.00% | – | |
| BWXT | BWX TECHNOLOGIES INC | $7,000 | 0.0% | 130 | 0.0% | 0.00% | 0.0% | |
| SMPL | SIMPLY GOOD FOODS CO | $7,000 | -12.5% | 219 | 0.0% | 0.00% | 0.0% | |
| SITE | SITEONE LANDSCAPE SUPPLY INC | $10,000 | -9.1% | 92 | 0.0% | 0.00% | 0.0% | |
| RLI | RLI CORP | $11,000 | -15.4% | 110 | 0.0% | 0.00% | 0.0% | |
| WK | WORKIVA INC | $6,000 | +20.0% | 78 | 0.0% | 0.00% | – | |
| WWE | WORLD WRESTLING ENTMT INCcl a | $7,000 | +16.7% | 100 | 0.0% | 0.00% | 0.0% | |
| PAYCOR HCM INC | $8,000 | +14.3% | 268 | 0.0% | 0.00% | 0.0% | ||
| KHC | KRAFT HEINZ CO | $7,000 | -12.5% | 212 | 0.0% | 0.00% | 0.0% | |
| ASH | ASHLAND INC | $8,000 | -11.1% | 84 | 0.0% | 0.00% | 0.0% | |
| LSCC | LATTICE SEMICONDUCTOR CORP | $7,000 | 0.0% | 149 | 0.0% | 0.00% | 0.0% | |
| AWI | ARMSTRONG WORLD INDS INC NEW | $12,000 | +9.1% | 147 | 0.0% | 0.00% | 0.0% | |
| PEAR THERAPEUTICS INC | $6,000 | +20.0% | 3,000 | 0.0% | 0.00% | – | ||
| ACA | ARCOSA INC | $9,000 | +28.6% | 158 | 0.0% | 0.00% | 0.0% | |
| FPE | FIRST TR EXCH TRADED FD IIIpfd secs inc etf | $8,000 | 0.0% | 487 | 0.0% | 0.00% | 0.0% | |
| ALLE | ALLEGION PLC | $9,000 | -10.0% | 101 | 0.0% | 0.00% | 0.0% | |
| ANSS | ANSYS INC | $10,000 | -9.1% | 45 | 0.0% | 0.00% | 0.0% | |
| ITGR | INTEGER HLDGS CORP | $7,000 | -12.5% | 114 | 0.0% | 0.00% | 0.0% | |
| FNF | FIDELITY NATIONAL FINANCIAL | $16,000 | 0.0% | 430 | 0.0% | 0.00% | 0.0% | |
| AWR | AMER STATES WTR CO | $8,000 | 0.0% | 100 | 0.0% | 0.00% | 0.0% | |
| INSP | INSPIRE MED SYS INC | $8,000 | 0.0% | 45 | 0.0% | 0.00% | 0.0% | |
| RRR | RED ROCK RESORTS INCcl a | $8,000 | 0.0% | 225 | 0.0% | 0.00% | 0.0% | |
| NCLH | NORWEGIAN CRUISE LINE HLDG L | $14,000 | +7.7% | 1,200 | 0.0% | 0.00% | 0.0% | |
| RBC | REGAL REXNORD CORPORATION | $10,000 | +25.0% | 72 | 0.0% | 0.00% | 0.0% | |
| FLYW | FLYWIRE CORPORATION | $7,000 | +40.0% | 298 | 0.0% | 0.00% | – | |
| SYBT | STOCK YDS BANCORP INC | $13,000 | +8.3% | 193 | 0.0% | 0.00% | 0.0% | |
| OLN | OLIN CORP | $8,000 | 0.0% | 178 | 0.0% | 0.00% | 0.0% | |
| SMFG | SUMITOMO MITSUI FINL GROUP Isponsored adr | $6,000 | 0.0% | 1,018 | 0.0% | 0.00% | 0.0% | |
| SUM | SUMMIT MATLS INCcl a | $7,000 | 0.0% | 309 | 0.0% | 0.00% | 0.0% | |
| PHG | KONINKLIJKE PHILIPS N V | $14,000 | -26.3% | 905 | 0.0% | 0.00% | -50.0% | |
| SLF | SUN LIFE FINANCIAL INC. | $7,000 | -12.5% | 165 | 0.0% | 0.00% | 0.0% | |
| SWEETGREEN INC | $9,000 | +28.6% | 529 | 0.0% | 0.00% | 0.0% | ||
| AVTR | AVANTOR INC | $4,000 | -33.3% | 204 | 0.0% | 0.00% | -100.0% | |
| XPEV | XPENG INCads | $2,000 | -60.0% | 150 | 0.0% | 0.00% | – | |
| ASND | ASCENDIS PHARMA A/Ssponsored adr | $4,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| ZURN ELKAY WATER SOLNS CORP | $4,000 | 0.0% | 153 | 0.0% | 0.00% | – | ||
| COLD | AMERICOLD REALTY TRUST INC | $3,000 | -25.0% | 139 | 0.0% | 0.00% | – | |
| AMSWA | AMER SOFTWARE INCcl a | $5,000 | 0.0% | 310 | 0.0% | 0.00% | – | |
| AEO | AMERICAN EAGLE OUTFITTERS IN | $4,000 | 0.0% | 389 | 0.0% | 0.00% | – | |
| AEE | AMEREN CORP | $5,000 | -16.7% | 68 | 0.0% | 0.00% | -100.0% | |
| FERG | FERGUSON PLC NEW | $5,000 | 0.0% | 44 | 0.0% | 0.00% | – | |
| AYX | ALTERYX INC | $4,000 | +33.3% | 71 | 0.0% | 0.00% | – | |
| ALGT | ALLEGIANT TRAVEL CO | $5,000 | -28.6% | 65 | 0.0% | 0.00% | -100.0% | |
| Y | ALLEGHANY CORP MD | $3,000 | +50.0% | 3 | 0.0% | 0.00% | – | |
| ALLBIRDS INC | $2,000 | 0.0% | 544 | 0.0% | 0.00% | – | ||
| ALKT | ALKAMI TECHNOLOGY INC | $2,000 | 0.0% | 114 | 0.0% | 0.00% | – | |
| NOMD | NOMAD FOODS LTD | $2,000 | -33.3% | 175 | 0.0% | 0.00% | – | |
| SWIM | LATHAM GROUP INC | $2,000 | -50.0% | 567 | 0.0% | 0.00% | – | |
| NTRS | NORTHERN TR CORP | $4,000 | -20.0% | 47 | 0.0% | 0.00% | – | |
| KURA | KURA ONCOLOGY INC | $2,000 | 0.0% | 115 | 0.0% | 0.00% | – | |
| KR | KROGER CO | $3,000 | -25.0% | 77 | 0.0% | 0.00% | – | |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | $4,000 | -20.0% | 365 | 0.0% | 0.00% | – | |
| OPTT | OCEAN PWR TECHNOLOGIES INC | $0 | – | 1 | 0.0% | 0.00% | – | |
| KIM | KIMCO RLTY CORP | $3,000 | 0.0% | 139 | 0.0% | 0.00% | – | |
| ORION OFFICE REIT INC | $2,000 | 0.0% | 218 | 0.0% | 0.00% | – | ||
| KMT | KENNAMETAL INC | $5,000 | 0.0% | 228 | 0.0% | 0.00% | – | |
| PAY | PAYMENTUS HOLDINGS INC | $4,000 | -20.0% | 379 | 0.0% | 0.00% | – | |
| PEAR THERAPEUTICS INC*w exp 12/03/202 | $0 | – | 999 | 0.0% | 0.00% | – | ||
| PSO | PEARSON PLCsponsored adr | $4,000 | 0.0% | 457 | 0.0% | 0.00% | – | |
| PEB | PEBBLEBROOK HOTEL TR | $3,000 | -25.0% | 223 | 0.0% | 0.00% | – | |
| PTON | PELOTON INTERACTIVE INC | $1,000 | 0.0% | 150 | 0.0% | 0.00% | – | |
| IUSB | ISHARES TRcore total usd | $3,000 | 0.0% | 64 | 0.0% | 0.00% | – | |
| ISTB | ISHARES TRcore 1 5 yr usd | $3,000 | 0.0% | 62 | 0.0% | 0.00% | – | |
| IXUS | ISHARES TRcore msci total | $1,000 | -50.0% | 28 | 0.0% | 0.00% | – | |
| PFF | ISHARES TRpfd and incm sec | $4,000 | 0.0% | 129 | 0.0% | 0.00% | – | |
| AAXJ | ISHARES TRmsci ac asia etf | $3,000 | 0.0% | 43 | 0.0% | 0.00% | – | |
| PORTILLOS INC | $3,000 | 0.0% | 159 | 0.0% | 0.00% | – | ||
| IAU | ISHARES GOLD TRishares new | $5,000 | -16.7% | 161 | 0.0% | 0.00% | -100.0% | |
| IOVA | IOVANCE BIOTHERAPEUTICS INC | $2,000 | 0.0% | 197 | 0.0% | 0.00% | – | |
| QTWO | Q2 HLDGS INC | $2,000 | 0.0% | 51 | 0.0% | 0.00% | – | |
| ITCI | INTRA-CELLULAR THERAPIES INC | $4,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
| REG | REGENCY CTRS CORP | $2,000 | 0.0% | 33 | 0.0% | 0.00% | – | |
| INSM | INSMED INC | $5,000 | +25.0% | 211 | 0.0% | 0.00% | – | |
| NARI | INARI MED INC | $3,000 | 0.0% | 46 | 0.0% | 0.00% | – | |
| RENT THE RUNWAY INC | $1,000 | 0.0% | 293 | 0.0% | 0.00% | – | ||
| RPAY | REPAY HLDGS CORP | $1,000 | -66.7% | 205 | 0.0% | 0.00% | – | |
| RVNC | REVANCE THERAPEUTICS INC | $5,000 | +66.7% | 197 | 0.0% | 0.00% | – | |
| RYAAY | RYANAIR HOLDINGS PLCsponsored ads | $5,000 | 0.0% | 79 | 0.0% | 0.00% | – | |
| TWNK | HOSTESS BRANDS INCcl a | $3,000 | 0.0% | 148 | 0.0% | 0.00% | – | |
| HIMS | HIMS & HERS HEALTH INC | $2,000 | 0.0% | 383 | 0.0% | 0.00% | – | |
| SPIP | SPDR SER TRportfli tips etf | $3,000 | 0.0% | 107 | 0.0% | 0.00% | – | |
| HRTX | HERON THERAPEUTICS INC | $2,000 | +100.0% | 367 | 0.0% | 0.00% | – | |
| HBI | HANESBRANDS INC | $5,000 | -28.6% | 666 | 0.0% | 0.00% | -100.0% | |
| GVA | GRANITE CONSTR INC | $4,000 | 0.0% | 152 | 0.0% | 0.00% | – | |
| XLB | SELECT SECTOR SPDR TRsbi materials | $1,000 | 0.0% | 14 | 0.0% | 0.00% | – | |
| XLP | SELECT SECTOR SPDR TRsbi cons stpls | $2,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| XLRE | SELECT SECTOR SPDR TRrl est sel sec | $4,000 | 0.0% | 99 | 0.0% | 0.00% | – | |
| SXT | SENSIENT TECHNOLOGIES CORP | $3,000 | -25.0% | 50 | 0.0% | 0.00% | – | |
| FRESHWORKS INC | $3,000 | 0.0% | 232 | 0.0% | 0.00% | – | ||
| FRPT | FRESHPET INC | $4,000 | 0.0% | 81 | 0.0% | 0.00% | – | |
| SLAB | SILICON LABORATORIES INC | $2,000 | -33.3% | 19 | 0.0% | 0.00% | – | |
| SONO | SONOS INC | $3,000 | 0.0% | 182 | 0.0% | 0.00% | – | |
| SPR | SPIRIT AEROSYSTEMS HLDGS INC | $5,000 | -28.6% | 242 | 0.0% | 0.00% | -100.0% | |
| FIGS | FIGS INCcl a | $3,000 | 0.0% | 382 | 0.0% | 0.00% | – | |
| AIR | AAR CORP | $5,000 | -16.7% | 149 | 0.0% | 0.00% | -100.0% | |
| STRO | SUTRO BIOPHARMA INC | $1,000 | 0.0% | 179 | 0.0% | 0.00% | – | |
| SYNH | SYNEOS HEALTH INCcl a | $5,000 | -37.5% | 108 | 0.0% | 0.00% | -100.0% | |
| TPH | TRI POINTE HOMES INC | $5,000 | -16.7% | 342 | 0.0% | 0.00% | -100.0% | |
| ENV | ENVESTNET INC | $3,000 | -25.0% | 74 | 0.0% | 0.00% | – | |
| ENR | ENERGIZER HLDGS INC NEW | $2,000 | 0.0% | 60 | 0.0% | 0.00% | – | |
| ASPEN TECHNOLOGY INC | $3,000 | +50.0% | 13 | 0.0% | 0.00% | – | ||
| TDW | TIDEWATER INC NEW | $1,000 | 0.0% | 47 | 0.0% | 0.00% | – | |
| TDWWSA | TIDEWATER INC NEW*w exp 07/31/202 | $0 | – | 77 | 0.0% | 0.00% | – | |
| TDWWSB | TIDEWATER INC NEW*w exp 07/31/202 | $0 | – | 83 | 0.0% | 0.00% | – | |
| FANG | DIAMONDBACK ENERGY INC | $3,000 | 0.0% | 26 | 0.0% | 0.00% | – | |
| XRAY | DENTSPLY SIRONA INC | $4,000 | -20.0% | 153 | 0.0% | 0.00% | – | |
| TWST | TWIST BIOSCIENCE CORP | $1,000 | 0.0% | 32 | 0.0% | 0.00% | – | |
| DAWN | DAY ONE BIOPHARMACEUTICALS I | $3,000 | 0.0% | 163 | 0.0% | 0.00% | – | |
| CGEM | CULLINAN ONCOLOGY INC | $1,000 | 0.0% | 71 | 0.0% | 0.00% | – | |
| CYRX | CRYOPORT INC | $2,000 | 0.0% | 70 | 0.0% | 0.00% | – | |
| VACASA INC | $1,000 | 0.0% | 345 | 0.0% | 0.00% | – | ||
| CFRX | CONTRAFECT CORP | $0 | -100.0% | 413 | 0.0% | 0.00% | – | |
| ENOVIS CORPORATION | $2,000 | 0.0% | 36 | 0.0% | 0.00% | – | ||
| CGNX | COGNEX CORP | $3,000 | 0.0% | 78 | 0.0% | 0.00% | – | |
| CHK | CHESAPEAKE ENERGY CORP | $4,000 | +33.3% | 41 | 0.0% | 0.00% | – | |
| CERT | CERTARA INC | $3,000 | -25.0% | 204 | 0.0% | 0.00% | – | |
| CE | CELANESE CORP DEL | $2,000 | 0.0% | 17 | 0.0% | 0.00% | – | |
| CCL | CARNIVAL CORP | $1,000 | -50.0% | 200 | 0.0% | 0.00% | – | |
| COG | COTERRA ENERGY INC | $3,000 | 0.0% | 126 | 0.0% | 0.00% | – | |
| BTRS | BTRS HOLDINGS INC | $5,000 | +66.7% | 513 | 0.0% | 0.00% | – | |
| BRIDGE INVT GROUP HLDGS INC | $4,000 | 0.0% | 270 | 0.0% | 0.00% | – | ||
| DSU | BLACKROCK DEBT STRATEGIES FD | $4,000 | -20.0% | 500 | 0.0% | 0.00% | – | |
| VIAV | VIAVI SOLUTIONS INC | $5,000 | 0.0% | 367 | 0.0% | 0.00% | – | |
| SPCE | VIRGIN GALACTIC HOLDINGS INC | $0 | -100.0% | 100 | 0.0% | 0.00% | – | |
| BIGC | BIGCOMMERCE HLDGS INC | $3,000 | 0.0% | 201 | 0.0% | 0.00% | – | |
| VOD | VODAFONE GROUP PLC NEWsponsored adr | $5,000 | -16.7% | 410 | 0.0% | 0.00% | -100.0% | |
| VNT | VONTIER CORPORATION | $3,000 | -25.0% | 170 | 0.0% | 0.00% | – | |
| BBY | BEST BUY INC | $2,000 | 0.0% | 28 | 0.0% | 0.00% | – | |
| W | WAYFAIR INCcl a | $3,000 | -25.0% | 100 | 0.0% | 0.00% | – | |
| BCS | BARCLAYS PLCadr | $5,000 | -16.7% | 810 | 0.0% | 0.00% | -100.0% | |
| WIA | WESTERN ASST INFLTN LKD INM | $4,000 | -20.0% | 500 | 0.0% | 0.00% | – | |
| UP | WHEELS UP EXPERIENCE INC | $1,000 | 0.0% | 520 | 0.0% | 0.00% | – | |
| WING | WINGSTOP INC | $4,000 | +33.3% | 34 | 0.0% | 0.00% | – | |
| AXON | AXON ENTERPRISE INC | $4,000 | +33.3% | 37 | 0.0% | 0.00% | – | |
| AVPT | AVEPOINT INC | $2,000 | 0.0% | 539 | 0.0% | 0.00% | – | |
| ARE | ALEXANDRIA REAL ESTATE EQ IN | $0 | – | 41 | 0.0% | 0.00% | – | |
| ALEC | ALECTOR INC | $1,000 | -50.0% | 156 | 0.0% | 0.00% | – | |
| AYI | ACUITY BRANDS INC | $5,000 | 0.0% | 30 | 0.0% | 0.00% | – | |
| RCL | ROYAL CARIBBEAN GROUP | $4,000 | +33.3% | 100 | 0.0% | 0.00% | – | |
| MAT | MATTEL INC | $3,000 | 0.0% | 133 | 0.0% | 0.00% | – | |
| MQ | MARQETA INC | $3,000 | 0.0% | 406 | 0.0% | 0.00% | – | |
| MRVI | MARAVAI LIFESCIENCES HLDGS I | $4,000 | 0.0% | 157 | 0.0% | 0.00% | – | |
| SHOO | MADDEN STEVEN LTD | $4,000 | -20.0% | 160 | 0.0% | 0.00% | – | |
| MYTE | MYT NETHERLANDS PARENT B Vads | $3,000 | +50.0% | 239 | 0.0% | 0.00% | – | |
| MAA | MID-AMER APT CMNTYS INC | $2,000 | 0.0% | 12 | 0.0% | 0.00% | – | |
| MRTX | MIRATI THERAPEUTICS INC | $3,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| MRNA | MODERNA INC | $4,000 | -20.0% | 35 | 0.0% | 0.00% | – | |
| RAMP | LIVERAMP HLDGS INC | $4,000 | -20.0% | 212 | 0.0% | 0.00% | – | |
| LECO | LINCOLN ELEC HLDGS INC | $5,000 | 0.0% | 38 | 0.0% | 0.00% | – | |
| NEO | NEOGENOMICS INC | $2,000 | 0.0% | 204 | 0.0% | 0.00% | – | |
| NERDY INC | $2,000 | 0.0% | 913 | 0.0% | 0.00% | – | ||
| NVRO | NEVRO CORP | $3,000 | 0.0% | 61 | 0.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 8 | Q3 2023 | 6.6% |
| QUANTA SVCS INC | 8 | Q3 2023 | 4.7% |
| ALPHABET INC | 8 | Q3 2023 | 3.5% |
| VISA INC | 8 | Q3 2023 | 3.7% |
| PALO ALTO NETWORKS INC | 8 | Q3 2023 | 4.1% |
| SCHWAB STRATEGIC TR | 8 | Q3 2023 | 4.8% |
| IQVIA HLDGS INC | 8 | Q3 2023 | 3.4% |
| AMAZON COM INC | 8 | Q3 2023 | 3.1% |
| DEERE & CO | 8 | Q3 2023 | 3.6% |
| RESMED INC | 8 | Q3 2023 | 3.0% |
View Washington Trust Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-07 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-27 |
| 13F-HR/A | 2023-05-11 |
| 13F-HR | 2023-05-04 |
| 13F-HR | 2023-02-08 |
| 13F-HR | 2022-10-14 |
| 13F-HR | 2022-07-25 |
| 13F-HR | 2022-05-05 |
View Washington Trust Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.